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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
James Armstrong (CRD# 4517907) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wake Forest, NC and has over 21 years of experience in the finance industry. James Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Elizabeth Asbill (CRD# 5227741) is an Investment Advisor Representative working at Edward Jones in Cary, NC and has over 16 years of experience in the finance industry.
Seth Asbill (CRD# 6428043) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 9 years of experience in the finance industry.
Fred Asfoury (CRD# 2975152) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cary, NC and has over 26 years of experience in the finance industry. Fred Asfoury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Deborah Ash (CRD# 6438918) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cary, NC and has over 8 years of experience in the finance industry.
Devrin Avant (CRD# 1659398) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 36 years of experience in the finance industry.
Charles Averre (CRD# 2716974) is an Investment Advisor Representative working at Hollingsworth Avent Averre & Purvis, Pa in Raleigh, NC and has over 28 years of experience in the finance industry.
Erik Babocsi (CRD# 2957828) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Raleigh, NC and has over 26 years of experience in the finance industry. Erik Babocsi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Bacon (CRD# 6041063) is an Investment Advisor Representative working at Charter Wealth Management in Raleigh, NC and has over 11 years of experience in the finance industry. Scott Bacon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Baer (CRD# 2516372) is an Investment Advisor Representative working at Edward Jones in Wake Forest, NC and has over 29 years of experience in the finance industry. Michael Baer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.